Foundations Investment Advisors’s Goldman Sachs GS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$36.1M Buy
51,033
+3,110
+6% +$2.2M 0.57% 51
2025
Q1
$26.2M Buy
47,923
+39,608
+476% +$21.6M 0.48% 56
2024
Q4
$4.76M Buy
8,315
+6,511
+361% +$3.73M 0.09% 196
2024
Q3
$893K Buy
1,804
+38
+2% +$18.8K 0.02% 380
2024
Q2
$799K Sell
1,766
-1,377
-44% -$623K 0.02% 386
2024
Q1
$1.31M Sell
3,143
-125
-4% -$52.2K 0.03% 278
2023
Q4
$1.25M Buy
3,268
+552
+20% +$212K 0.03% 275
2023
Q3
$879K Buy
2,716
+784
+41% +$254K 0.03% 302
2023
Q2
$623K Sell
1,932
-119
-6% -$38.4K 0.02% 324
2023
Q1
$671K Buy
2,051
+216
+12% +$70.7K 0.02% 282
2022
Q4
$630K Buy
1,835
+49
+3% +$16.8K 0.03% 249
2022
Q3
$523K Buy
1,786
+635
+55% +$186K 0.02% 237
2022
Q2
$338K Buy
+1,151
New +$338K 0.01% 282